Other than $HOOD there is no fintech as compelling as $NU. People underestimate that in these rapidly advancing developing countries these tech companies will be their MAG7. $MELI and $GRAB are also very compelling investments which are in the fintech space as well.
People get so excited by these biotech companies coming up with new ideas and initiating phase 1 clinical trials. They base their whole thesis off them getting approval, highlighting everything that happens once they get approval but never addressing PoS. You discount most of…
$NU is still an great growth story and still undervalued even after the run-up. Over the next 5 years, $NU will reach 200M users and ARPU a month will reach around $15. This means revenue could reach ~$36B and margins could be around ~30%.
$NU should be $18-$22 today.
Biotech is un-investable. I see projections of 15-20% returns “if” they get approval for their respective drugs (analyst expectations). However, none of these biotech companies are really discounted for AI (lots of private companies doing interesting things) or gene editing…
Intellia Therapeutics Investment Thesis
$NTLA
I typically stick to investing in technology stocks, but $NTLA caught my attention because of its groundbreaking work with CRISPR technology. I'm not a biotech expert or enthusiast, but the potential here is so compelling that I…
Just some more commentary on $NTLA:
1. Their rare disease + in vivo approach is the right way to attack the gene editing market. Think $TSLA with the roadster, you go into a niche high price point market to face less competition and also have higher margins. This approach could…
Just some more commentary on $NTLA:
1. Their rare disease + in vivo approach is the right way to attack the gene editing market. Think $TSLA with the roadster, you go into a niche high price point market to face less competition and also have higher margins. This approach could…
$NVDA is fine this year and next year. Probably will hit $300B in revenue or at least $300B run-rate next year.
However, Jenson hinting at 50% growth for multi-years is an extremely high bar. The moment they guide for something much less, the market could re-rate the stock. But…
Yeah I don’t see any biotech stock that has a path to 10x (over 4-6 years) without “hype” other than $NTLA. I’m really trying to find something else but I can’t.
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